We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Amy Barker, CFA, CFP®
Teaching flute. I played throughout high school and college, even majoring in flute performance in college for a brief period of time. I taught lessons from middle school until many years after graduating from college.
My husband and I decorate our kids’ rooms after they go to sleep on the night before their birthday every year. They wake up to a web of streamers, balloons covering their floor, and gifts wrapped and ready for celebration. It’s the only night of the year we don’t have to remind them that it’s bedtime!
My husband and I love to ski – especially with our children. We’ve built many great family memories skiing together whenever and wherever possible. When I can’t ski, I practice martial arts to unwind and get exercise – including Muay Thai kickboxing, Brazilian jiu-jitsu, and Kali-Escrima.
To bungee jump where it was first offered commercially when visiting New Zealand to ski. I’ve regretted not taking advantage of the opportunity ever since. I’ll have to return so I can cross it off of my bucket list (if I can build up the nerve).
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou
And a dear friend lived by the quote: “Always stand up for what’s right – even if you’re standing alone.” I try to remember the importance of both of these quotes as I interact with others.
About Amy
- Objective: Amy's goal is to offer her clients personalized and superior wealth management solutions that help them achieve their goals and feel confident about their futures by applying best in class research, technology and the highest standard of care in the industry.
- Snapshot: As a Chartered Financial Analyst and Certified Financial Planner™ practitioner (CFP®), Amy has more than 25 years of experience advising individuals, families, businesses and charities on their financial needs. With a strong desire to focus on educating clients, and to provide customized solutions for financial planning and wealth management, Amy joined Parallel in 2015 to bring a better investment experience to her clients.
Experience
- Partner and Director of Portfolio Management, Parker Carlson and Johnson, Dayton, OH
- Senior Vice President and Senior Investment Officer, Ohio, National City Bank, Dayton, OH
- Investment Officer and Portfolio Manager, Central Trust Bank, Cincinnati, OH
Education
- University of Cincinnati, BBA, Finance and Marketing
Affiliations & Boards
- Chartered Financial Analyst
- Founding President and member, CFA Society of Dayton
- Active Volunteer, CFA Institute
- Certified Financial Planner™ practitioner (CFP®)
- Member Financial Planning Association of Southwestern Ohio
- Sinclair Community College – Board of Trustees
- Centerville Noon Optimists
